Tuesday, February 3, 2009

Equinix - Barron's

Equinix is briefly mentioned in an article upgrading Akamai (AKAM) to buy:

>>WE ARE UPGRADING Akamai Technologies (ticker: AKAM) to Buy [from Neutral] as we believe that consensus expectations are conservative -- revenue growth of 10.5% (8.5% organic) in 2009 already reflects the impact from the macro environment, in our view.

...

Akamai should be a core investment holding in the Internet infrastructure group along with Equinix (EQIX) and Switch & Data Facilities (SDXC), in our view.

Our investment thesis is that growing Internet usage, the increasingly larger size of rich media content and the migration of software applications to a Web-centric and Software as a Service model, among other things, will continue to drive volume growth on Akamai's network, as well as in the co-location space at Equinix and Switch & Data.

4 comments:

superbaffone said...

non vedo la colonna blog autoaggiornanti.

superbaffone said...

c'è nessuno? ehehehehe

Paolo said...

guarda che qui l'Italiano è proibito... :-)

ho aggiunto il feed rss commenti e post su Seeking Alpha a dx, se era questo che mi chiedevi...

un saluto al mio unico lettore Italiano... ;-)

superbaffone said...

addirittura il feed rss sui commenti, mooolto tecnologico :-)